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Biotech / Medical : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: Biotech Jim who wrote (784)	4/11/1999 10:01:00 PM
From: Biomaven	Read Replies (3) \| Respond to of 1073

Thanks, BJ for the modafinil analysis. While we have you in an expansive mood, any comments on REGN's Axokine? It just entered human trials. Another obesity candidate of interest to me is SEPR's improved version of Meridia. Not much is known about it other than that they seem awfully excited about it, and it seems to avoid many of Meridia's side-effects. From their recent 10K (which of course doesn't reflect the excitement): (+)-desmethylsibutramine, a single-isomer metabolite form of Meridia(R). Meridia is marketed by Knoll Pharmaceutical Co., a division of BASF AG, for the treatment of obesity. The Company has initiated an exploratory program and its preclinical studies have suggested that (+)-desmethylsibutramine is a potent seritonin, norepinephrine and dopamine reuptake inhibitor. While further extensive studies and clinical work are needed, this triple mode of action may make (+)- desmethylsibutramine an antidepressant drug that offers potential benefit in the treatment of chronic pain syndromes, obesity, attention deficit disorders, anxiety and stress urinary incontinence. Sepracor intends to submit an IND and initiate Phase I clinical trials with (+)-desmethylsibutramine in 1999. However, I'm always a little cautious about drugs that cure both the common cold and cancer at the same time. <G> Here's a good sibutramine link: rxlist.com Peter

To: Biotech Jim who wrote (784)	4/11/1999 11:01:00 PM
From: LLCF	Respond to of 1073

Thanks so much for the modafinil analysis! Greatly appreciated. Anyone have a list of these companies: <Postscript: There remain at least 10 or so receptor mechanisms that are currently being pursued for the anti-obesity indication, and all of these have solid preclinical data to support the mechanism.> ?? NBIX, REGN???? Also... an interesting tidbit for the sector, that I wasn't aware of: <https://www.siliconinvestor.com/readmsg.aspx?msgid=8359393> "Ouster of EU commission. Old commission was anti-US, according to the Washington Post. Therefore, it's possible that the anti-US trade policies went out the door with them," Although I don't believe for a second (after having lived in Europe) that the hope being put forward in this post (wider acceptance of Monsanto products in Europe... NOT!) will come about, it may very well help pharmaceutical sales IMO. DAK